Epr Properties
EPR- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001045450
In the last 90 days, Epr Properties insiders filed 0 open-market purchases and 5 sales; 489 institutions reported holding it in 13F filings for Q2 2026, worth $3.68B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Epr Properties as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 364
- +13 vs. Q3 2024
- Shares held
- 53.7M
- +215.2K (+0.4%) vs. Q3 2024
- Total value
- $2.38B
- −$241.1M (−9.2%) vs. Q3 2024
- New holders
- 58
- 148 more added
- Sold out
- 45
- 98 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 489 | $3.68B |
| Q1 2026 | 465 | $3.06B |
| Q4 2025 | 458 | $3.02B |
| Q3 2025 | 455 | $3.52B |
| Q2 2025 | 417 | $3.52B |
| Q1 2025 | 388 | $3.07B |
| Q4 2024 | 364 | $2.38B |
| Q3 2024 | 356 | $2.63B |
| Q2 2024 | 355 | $2.22B |
| Q1 2024 | 350 | $2.28B |
| Q4 2023 | 353 | $2.74B |
| Q3 2023 | 327 | $2.45B |
| Q2 2023 | 340 | $2.72B |
| Q1 2023 | 327 | $2.26B |
| Q4 2022 | 332 | $2.25B |
| Q3 2022 | 319 | $2.13B |
| Q2 2022 | 337 | $2.76B |
| Q1 2022 | 352 | $3.20B |
| Q4 2021 | 323 | $2.80B |
| Q3 2021 | 309 | $2.88B |
| Q2 2021 | 317 | $3.15B |
| Q1 2021 | 294 | $2.92B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Virtus ETF Advisers LLC | 3,631 | $160.8K | 0.07% | −352−8.8% | Reduced |
| Ronald Blue Trust, Inc. | 3,640 | $161.2K | 0.00% | +2,931+413.4% | Added |
| KBC Group NV | 3,753 | $166.0K | 0.00% | +1,767+89.0% | Added |
| Global Retirement Partners, LLC | 4,117 | $182.3K | 0.01% | +228+5.9% | Added |
| MRP Capital Investments, LLC | 4,446 | $196.9K | 0.18% | +401+9.9% | Added |
| Cornercap Investment Counsel Inc | 4,522 | $200.2K | 0.06% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,545 | $201.3K | 0.00% | +4,545 | New |
| Community Bank of Raymore | 4,555 | $201.7K | 0.16% | 00.0% | Unchanged |
| Pitcairn Co | 4,640 | $205.5K | 0.01% | −55−1.2% | Reduced |
| Stratos Wealth Partners, LTD. | 4,679 | $207.2K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,700 | $209.5K | 0.01% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 4,869 | $215.6K | 0.13% | +4,869 | New |
| RSM US Wealth Management LLC | 4,964 | $219.5K | 0.00% | −512−9.3% | Reduced |
| Atria Wealth Solutions, Inc. | 4,990 | $220.9K | 0.00% | −12−0.2% | Reduced |
| Panagora Asset Management Inc | 5,007 | $221.7K | 0.00% | −668−11.8% | Reduced |
| Byrne Asset Management LLC | – | $222.7K | 0.16% | – | – |
| Vermillion & White Wealth Management Group, LLC | 5,032 | $222.8K | 0.16% | +5,032 | New |
| The PNC Financial Services Group, Inc. | 5,044 | $223.3K | 0.00% | +1,030+25.7% | Added |
| CWM, LLC | 5,388 | $239.0K | 0.00% | −2,295−29.9% | Reduced |
| Private Trust Co NA | 5,490 | $243.1K | 0.02% | −980−15.1% | Reduced |
| Vanderbilt University | 5,504 | $243.7K | 0.05% | +5,504 | New |
| Highland Capital Management, LLC | 5,610 | $248.4K | 0.01% | +349+6.6% | Added |
| Sterneck Capital Management, LLC | 5,708 | $252.8K | 0.14% | +5,708 | New |
| Securian Asset Management, Inc | 5,725 | $253.5K | 0.01% | −163−2.8% | Reduced |
| CIBC Private Wealth Group, LLC | 5,787 | $260.0K | 0.00% | +787+15.7% | Added |
| Prudential Financial Inc | 5,928 | $262.5K | 0.00% | −33,153−84.8% | Reduced |
| Callan Family Office, LLC | 6,074 | $269.0K | 0.02% | +6,074 | New |
| Prosperity Consulting Group, LLC | 6,158 | $272.7K | 0.02% | +6,158 | New |
| Impact Partnership Wealth, LLC | 6,185 | $273.9K | 0.06% | +71+1.2% | Added |
| Icapital Wealth LLC | 6,218 | $275.3K | 0.16% | 00.0% | Unchanged |
| Abel Hall, LLC | 6,309 | $279.4K | 0.18% | +53+0.8% | Added |
| Bridgefront Capital, LLC | 6,337 | $280.6K | 0.09% | −1,457−18.7% | Reduced |
| Simplex Trading, LLC | 6,356 | $281.0K | 0.01% | +3,746+143.5% | Added |
| Fox Run Management, L.L.C. | 6,354 | $281.4K | 0.05% | +6,354 | New |
| Parallel Advisors, LLC | 6,407 | $283.7K | 0.01% | +703+12.3% | Added |
| Neuberger Berman Group LLC | 6,609 | $292.6K | 0.00% | +43+0.7% | Added |
| HighTower Advisors, LLC | 6,794 | $300.8K | 0.00% | −132−1.9% | Reduced |
| Ontario Teachers Pension Plan Board | 6,813 | $301.7K | 0.00% | +122+1.8% | Added |
| Alps Advisors Inc | 6,840 | $302.9K | 0.00% | +175+2.6% | Added |
| Arete Wealth Advisors, LLC | 6,992 | $307.0K | 0.02% | +6,992 | New |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $332.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,537 | $333.7K | 0.00% | +2,392+46.5% | Added |
| BTC Capital Management, Inc. | 7,577 | $335.5K | 0.03% | +795+11.7% | Added |
| MML Investors Services, LLC | 7,610 | $337.0K | 0.00% | +262+3.6% | Added |
| Colony Group, LLC | 7,799 | $345.3K | 0.00% | +1,642+26.7% | Added |
| Ieq Capital, LLC | 7,844 | $347.3K | 0.00% | +3,699+89.2% | Added |
| Empowered Funds, LLC | 7,942 | $351.7K | 0.01% | +7,942 | New |
| Marshall Wace, LLP | 7,948 | $351.9K | 0.00% | +936+13.3% | Added |
| Sunbelt Securities, Inc. | 8,000 | $353.7K | 0.03% | +4,000+100.0% | Added |
| Advisory Services Network, LLC | 8,032 | $355.7K | 0.01% | −62−0.8% | Reduced |
| Squarepoint Ops LLC | 8,275 | $366.4K | 0.00% | −25,991−75.9% | Reduced |
| CI Private Wealth, LLC | 8,310 | $367.9K | 0.00% | +1,182+16.6% | Added |
| Crossmark Global Holdings, Inc. | 8,429 | $373.0K | 0.01% | −196−2.3% | Reduced |
| BNP Paribas Arbitrage, SA | 8,431 | $373.3K | 0.00% | +1,044+14.1% | Added |
| D.A. Davidson & Co. | 8,629 | $382.1K | 0.00% | +181+2.1% | Added |
| Metis Global Partners, LLC | 8,684 | $384.5K | 0.01% | +887+11.4% | Added |
| EMC Capital Management | 8,800 | $390.0K | 0.22% | +7,462+557.7% | Added |
| Erste Asset Management GmbH | 9,100 | $399.5K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 9,254 | $409.8K | 0.09% | +9,254 | New |
| Xponance, Inc. | 9,373 | $415.0K | 0.00% | +402+4.5% | Added |
| Lecap Asset Management Ltd | 9,577 | $424.1K | 0.11% | −7,044−42.4% | Reduced |
| Formidable Asset Management, LLC | 9,595 | $424.9K | 0.07% | +9,595 | New |
| Brevan Howard Capital Management LP | 9,766 | $432.4K | 0.01% | +9,766 | New |
| Coldstream Capital Management Inc | 9,901 | $438.4K | 0.01% | −165−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,015 | $443.0K | 0.00% | −4,016−28.6% | Reduced |
| Nomura Holdings Inc | 10,049 | $445.0K | 0.00% | +10,049 | New |
| Tower Research Capital LLC (TRC) | 10,285 | $455.4K | 0.01% | +7,288+243.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,310 | $456.5K | 0.00% | +2,616+34.0% | Added |
| Nissay Asset Management Corp | 10,447 | $458.6K | 0.00% | +409+4.1% | Added |
| Kovack Advisors, Inc. | 10,689 | $473.3K | 0.05% | −1,761−14.1% | Reduced |
| Teamwork Financial Advisors, LLC | 10,689 | $473.3K | 0.06% | +10,689 | New |
| Toroso Investments, LLC | 10,841 | $480.0K | 0.00% | +10,841 | New |
| Moody National Bank Trust Division | 11,135 | $493.1K | 0.05% | −286−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 11,328 | $502.4K | 0.00% | −21,376−65.4% | Reduced |
| Maridea Wealth Management LLC | 11,510 | $509.7K | 0.16% | +11,510 | New |
| Wedbush Securities Inc | 11,535 | $511.0K | 0.02% | +11,535 | New |
| Guggenheim Capital LLC | 11,661 | $516.3K | 0.00% | −87,525−88.2% | Reduced |
| Kestra Advisory Services, LLC | 11,682 | $517.3K | 0.00% | +11,682 | New |
| Assetmark, Inc | 11,806 | $522.8K | 0.00% | −16,529−58.3% | Reduced |
| Hilltop Holdings Inc. | 11,917 | $527.7K | 0.03% | +11,917 | New |
| Versor Investments LP | 11,984 | $530.7K | 0.09% | −6,616−35.6% | Reduced |
| M&T Bank Corp | 12,019 | $532.5K | 0.00% | −127−1.0% | Reduced |
| Groupe la Francaise | 12,601 | $549.6K | 0.01% | +12,601 | New |
| Covalent Partners LLC | 12,500 | $553.5K | 3.85% | +12,500 | New |
| Bank of Montreal | 12,666 | $560.9K | 0.00% | +1,163+10.1% | Added |
| Alberta Investment Management Corp | 12,700 | $562.4K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 13,605 | $602.5K | 0.26% | +58+0.4% | Added |
| Kestra Investment Management, LLC | 13,625 | $603.3K | 0.02% | +13,625 | New |
| Kestra Private Wealth Services, LLC | 13,739 | $608.4K | 0.01% | +249+1.8% | Added |
| Texas Yale Capital Corp. | 13,750 | $608.9K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 13,932 | $616.9K | 0.18% | −22−0.2% | Reduced |
| Victory Capital Management Inc | 14,022 | $620.9K | 0.00% | −434−3.0% | Reduced |
| PCG Wealth Advisors, LLC | 14,104 | $624.5K | 0.23% | 00.0% | Unchanged |
| Van Eck Associates Corp | 14,258 | $631.0K | 0.00% | +1,321+10.2% | Added |
| Waterloo Capital, L.P. | 14,251 | $631.0K | 0.07% | −803−5.3% | Reduced |
| Pacer Advisors, Inc. | 14,814 | $656.0K | 0.00% | −8,518−36.5% | Reduced |
| Summit Global Investments | 14,851 | $658.0K | 0.04% | −13,389−47.4% | Reduced |
| 1620 Investment Advisors, Inc. | 15,071 | $667.4K | 0.51% | +219+1.5% | Added |
| Ameritas Investment Partners, Inc. | 15,169 | $671.7K | 0.02% | −366−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,271 | $676.2K | 0.00% | +450+3.0% | Added |